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QUAL vs DFUS
iShares MSCI USA Quality Factor ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both QUAL and DFUS are equity ETFs. QUAL charges 0.15% a year and DFUS 0.09%. The main difference: QUAL follows a index tracking strategy; DFUS uses active selection.
- QUAL follows a index tracking strategy; DFUS uses active selection.
- DFUS costs 0.06% less per year.
- Over the last three years, DFUS has delivered higher annualized returns.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QUAL | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.09% |
| Fund size (AUM) | $47.1B | $20.9B |
| Since | 2013 | 2001 |
| Dividend yield | 0.88% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.8% | +25.6% |
| CAGR 3Y | +20.1% | +22.6% |
| CAGR 5Y | +11.9% | N/A |
| Sharpe 3Y | 1.09 | 1.18 |
| Volatility 1Y | 12.00% | 12.55% |
| Max drawdown | -34.06% | -24.62% |
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